Designations and Licenses
Jeff is a CERTIFIED FINANCIAL PLANNERTM professional.
Experience and Education
Jeff works with a senior wealth advisor to provide customized wealth management solutions based on the needs and objectives of each individual client. He works with clients in developing financial plans, asset allocations and insurance reviews and also helps manage their day-to-day needs.
Prior to joining Mariner Wealth Advisors, he was a paraplanner at Visionary Wealth Advisors, where he prepared financial plans and performance reviews and assisted clients with their accounts. Before that, he was a registered representative with COUNTRY Financial.
He has a bachelor’s degree in finance from Mississippi State University and an MBA from Lindenwood University.
Accolades
Jeff was named a Five Star Wealth Manager in 2019 and 2020.
Personal Interests
Jeff is involved with the Men’s Club at St. Joseph Catholic Church-Cottleville. In his spare time, he enjoys fly fishing, golf, duck hunting, boating and is a fan of the St. Louis Blues, New Orleans Saints and Mississippi State Bulldogs.